Compare · 2 funds side by side · dividends reinvested

SMMD and VO

SMMDiShares×VOVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,616VO · best of the two

02 / 04

SMMD and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.7%+12.4%+18.9%+6.4%−8.2%12.9%$103B1.4

iShares Russell 2500 ETFUS Stock Styles · Large cap0.23%1.18%+13.9%+17.7%+19.8%+6.2%−9.7%17.0%$4.1B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: SMMD 2017 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 2500 ETF · $4.1B$13,516

SMMD

Vanguard Morningstar Mid-Cap ETF · $103B$13,616

$10,000 five years ago, dividends reinvested · they hold 0.4% in common

SMMDMeasureVO

+13.9%Year to dateJan 1 → Nov 5+10.7%

+17.7%1 yearTotal return+12.4%

+19.8%3 years · per year$10,000 became $17,183 · $16,795+18.9%

+6.2%5 years · per year$10,000 became $13,516 · $13,616+6.4%

0.23%Expense ratio$23 · $3 a year on $10k · lower is better0.03%

1.18%Trailing 12-mo yield$118 · $139 a year on $10k1.39%

−9.7%Worst dropSmaller is better−8.2%

17.0%VolatilityLower is calmer12.9%

SMMDVO Winner of the row, in its colourEach row: the bigger of the two fills its side

3–5VO wins

End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SMMD vs VO: Top 5 Holdings

Today

SMMD

1.6%in top 5

in top 55.3%

SMMDStockVO

not top 5NET1.1%

not top 5VLO1.1%

not top 5MPC1.1%

not top 5PSX1.0%

not top 5PWR1.0%

0.3%ATInot top 5

0.3%USFDnot top 5

0.3%THCnot top 5

0.3%RSnot top 5

0.3%PKGnot top 5

Held in common0.4%

End-of-day Nov 5, 2026 · share of each fund

SMMD vs VO Returns, Every Period

iSharesSMMD

+6.2%

5 years, per year

VOVanguard

+6.4%

5 years, per year

SMMDVOFaded: behind in that period

3–1SMMD wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

SMMD vs VO

YTD

iSharesSMMD

+13.9%

VOVanguard

+10.7%

+13.9%Year to date+10.7%

−9.7%Worst drop · 1Y−8.2%

17.0%Volatility · 1Y12.9%

1.2%Yield1.4%

$4.1BAssets$103B

3–1VO wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SMMD, VO

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

SMMD0.23%$23

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: SMMD, VO

1.39%highest, VO

FundTrailing yieldYield$10k

VO1.39%$139

SMMD1.18%$118

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

SMMD$118 − $23 = $95

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: SMMD, VO

Today

0.4%most shared, SMMD and VO

SMMDVO

SMMD—0.4%

VO0.4%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+17.7%SMMD, at 17.0% volatility

VOWorst drop−8.2%12.9% vol

SMMDWorst drop−9.7%17.0% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

VOSMMD

+10.7%Year to date+13.9%

1.4%Yield1.2%

+12.4%Past year+17.7%

0.03%Fee0.23%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026